Strategic Mentoring
Interested in implementing Salesforce?
We have prepared a variety of packages tailored to nonprofits and higher education institutions.
Are you also facing a decrease in the volume of donations and the number of donors?
Are you also dealing with a work plan that is not based on clear goals and is not backed by a budget plan and performance and control indicators?
Are you also dealing with outdated information systems and marketing and donor promotion tools that are not appropriate for the revolution taking place in these fields?
Know that you are not alone
Advanced management of non-profit organizations requires a deep understanding of all disciplines in the fields of management to lead the non-profit organization in a manner that is not significantly different from the management of a for-profit business organization, and for this purpose, the use of all the tools and means known in the fields of modern management is required.
We at ROI-Clouds can assist in the task and bring with us many years of proven experience in managing non-profit organizations using the most innovative tools.
What do you get?
Professionalism and experience
The company’s team has practical experience in a variety of disciplines in the business, public and social sectors. In addition to in-depth familiarity with the challenges of third sector organizations, the team members are among the leading experts in strategic solutions on the one hand and in harnessing technology to create innovative solutions and tools on the other.
The ability to turn a vision into reality
Accompanying complex processes to realize the vision and goals of social organizations.
Systematic methodologies, extensive knowledge in a variety of content areas, know-how, flexibility, professionalism and speed.
Click on the title and discover the program we created.
Work plan for supporting an association
Existing situation mapping
- Goals and objectives
- Association strategy (differentiation, niche, global)
- Main work processes
- Organizational structure, responsibilities, job descriptions and external contractors
- Taking advantage of opportunities
- Annual and multi-year work plan
- Budget, costing, cash flow
- Information systems
- Work processes
- Control indicators and KPIs, including measuring and evaluating Social Impact
- Sources of income: donors, government institutions, own income and others
- Marketing plan and marketing channels
- SWOT analysis: And this includes -
- Strengths – Mapping competitive advantages
- Weaknesses - handling challenges, soft underbelly, external threats
- Opportunities – Identifying and leveraging opportunities
- Threats – Risk Management and Mitigation
Products
- Setting goals
- Strategy based on goals and capabilities
- Preparing an annual and multi-year work plan
- Building a budget
- Building KPIs to control the cost structure
- Building marketing communication channels with existing and potential donors
- Campaign management
- CRM system implementation
- Digital data collection methodologies
- Reports and dashboards including Impact reports
- Measurement with the aid of information systems
Do you need personal guidance in leading a technological upgrade process to manage and streamline your organization?
We have prepared for you a variety of packages tailored to non-profit organizations and higher education institutions.
Digital transformation
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Defining organizational goals and metrics
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Analysis - Diagnosis of an existing situation
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Business process mapping
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Roadmap - Recommendations and courses of action
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Digital tools for implementing the roadmap
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Methodologies and methods
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Data-based management and decisions
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Implementing CRM to implement the plan
Marketing and cross-organizational resource development
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Analysis - Diagnosis of an existing situation
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Mapping donor types and existing donations
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Roadmap - Recommendations and Courses of Action
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Donation lifecycle management
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Campaign management
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Crowdfunding
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Automations for donor retention and donation growth
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CRM implementation and resource development
Measurement an IMPACT Evaluation
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Setting goals and success metrics
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Input and output management
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Digital data collection methodologies
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Program/Project and Service Management
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Reports and dashboards
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Measurement with the aid of information systems
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Data-based management and decisions
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CRM implementation based on measurement and evaluation
Additional services
Strategic Mentoring
Implementing a digital strategy to assist in achieving the organization’s goals
Courses and workshops
A variety of courses and practical workshops to meet your organization’s needs
Consulting and implementation
Diverse Salesforce solutions with a professional and reliable response tailored to your organization’s needs
Establishing / upgrading resource mobilization systems
From strategic planning to implementation, increasing donations and strengthening partnerships
Personal support and development for Organizations
Enhancing leadership, partnerships, resource mobilization, and decision-making
Digital transformations
for nonprofits
Using technology to enhance processes, optimize resources, and strengthen donor and partner relationships
Customers recommend
See what our satisfied customers say about us
"Roi Clouds helped us with the successful planning, implementation, and integration of the Salesforce platform. Although our organization is unique, large, and extensive, thanks to Tomer and the team, we were able to build an efficient, scalable, and automated system for managing donor relationships and partnerships. The service was characterized by creativity, professionalism, and the language of non-profit organizations. I highly recommend that anyone who wants to implement Salesforce contact the company!"
Israel Community Center Association
"I have known Tomer and his extensive work in the Salesforce field for many years, since he was the director of a leading social non-profit organization and a pioneer in managing a social organization on the Salesforce platform.
I highly recommend Tomer to any social organization interested in making a breakthrough in working with its donors and leveraging the Salesforce platform."
The Hebrew University of Jerusalem
"Tomer fell in love with the SALESFORCE system and became an expert focused on nonprofits, bringing his extensive experience to the table. When I needed to build a nonprofit management system, I turned to Tomer and he did an excellent job with the team, with a lot of experience in the field, a broad understanding of the big picture, and great interpersonal skills."
Tomer worked with me and the organization's staff on the characterization, implementation, and training for the most efficient and best use of the Salesforce system. Tomer is characterized by his unique patience and professionalism, and allowed us to establish, develop, and optimize our resource development processes and donor database.
Tomer has demonstrated high abilities in understanding and quickly implementing complex processes and concepts in the world of non-profit organizations on the one hand and simplifying them on the other. Vast knowledge of CRM systems and excellent human relations. Professional excellence combined with a pleasant personality make him a very pleasant person to work with. In parallel with his role as CEO of non-profit organizations, Tomer made a huge and invaluable contribution in exposing and leveraging the Salesforce platform to the non-profit sector.
After switching to a Salesforce system, we felt that we had been given a system with amazing capabilities, but without the knowledge to maximize its capabilities. That's why we turned to ROI-Clouds. Tomer and the professional team adapted the system to the needs of the organization and taught us to use it intelligently and automatically to maximize our revenue.
The ROI-Clouds team worked with our organization to characterize the Salesforce system and provide solutions for the various needs that arose during the work. The process was complex, and it was necessary to adapt the system to our daily work in the most accurate and appropriate way. Tomer and the team were able to do this in the most professional and helpful manner, and you could see how he managed to combine his in-depth understanding of Salesforce with his connection and experience in the third sector to create the exact solution for the organization's activities.
I would like to thank the ROI-Clouds team, led by Mr. Tomer Tiberias, for leading and assisting the department team with strategic consulting, which included management and staff training, and a process of mapping the current situation and making recommendations for upgrading the Salesforce system used by the Department of External Relations at the Hebrew University.
"I am happy to highly recommend ROI-Clouds. I contacted them to adapt our Salesforce system to the needs of the association. Their professional team matched me with a perfect solution, was available for any questions and helped me at every stage of the process. The final result exceeded all my expectations. I highly recommend the team to anyone looking for a high-quality, professional and accurate solution for Salesforce updates."
"Working with Tomer and his dedicated team was amazing, comprehensive and professional. The team went above and beyond what was expected and tailored the work plan and system to our needs. Highly recommend to anyone who wants to take their organization one step further."
